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Wealth Management Industry Awards
September 5, 2024
Ziegfeld BallroomNew York, NY

Finalists of the 2024 Wealth Management Industry Awards

Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Find out below.


2024 Finalists


Download a copy of the list of finalists


Click on any of the main categories below to view each of the finalists for each subcategory. 

Please note: 

  • Based upon judge review and discretion, some of the original finalist categories were combined or new ones were created to best accommodate the content and concentration of finalist submissions
  • Also, some of the originally offered categories did not have enough qualified submissions to substantiate a viable finalist category

Advisor Support Platforms

  • Advisory Services Network - Empowering RIAs Platform 

  • Affiliated Advisors - Let's Grow Program 

  • Cambridge Investment Group - BridgePort Financial Solutions 

  • Integrated Partners - Center Stage Educational Platform 

  • NewEdge Capital Group - Bridge Program 

  • RFG Advisory - Advisor Growth Program 

  • Sanctuary Wealth - Programs and Platforms 

Asset Managers


Broker/Dealers (1,000 Advisors or More)

Broker/Dealers (Fewer Than 1000 Advisors)

Chief Technology Officer

  • Bernstein Private Wealth Management - Tuppy Russo 

  • Cresset - Paul Algreen 

  • Fiduciary Trust International - Rod Sayegh 

  • Merrill Wealth Management - Inez Louzonis 

  • Northwestern Mutual - Jeff Sippel 

  • Robertson Stephens Wealth Management - Vikram Chugh 

Compliance/Law Firms

  • Buckler - Cyber Program Management Platform 

  • Smartria - “Always Audit-Ready” Campaign 

Corporate Social Responsibility

  • Cambridge Investment Research - Ignite "Giving Back" Program 

  • Cambridge Investment Research - The Next Step® Internship 

  • FinServ Foundation - Next Gen Mentorship and Coaching 

  • LPL Financial Foundation - Championing the Next Generation 

  • North Star Resource Group - Financial Literacy Initiatives 

  • United Planners Financial Services - ReachUP Program 



Diversity, Equity and Inclusion

  • Cetera Financial Group - Black Advisor Community Program 

  • Coldstream Wealth Management - Executive Leadership 

  • Daylight Advisors - Transforming Lives and Communities 

  • Fiduciary Trust International - DEI Council Launch 

  • Financial Alliance for Racial Equity - HBCU Student Conference 

  • Janney Montgomery Scott - DEI IMPACT Conference 

  • Nationwide Retirement Institute - Diverse Markets Program 

  • Prudential Advisors - Women Advisors Campaign 

  • The American College of Financial Services - Special Needs Planning Symposium 

  • Voya Financial - Workplace Financial Equity Perspectives 

Family Offices

Individual RIA Firms

Industry Associations

  • Financial Planning Association - Membership Magnet 

  • Investments & Wealth Institute - IWI Academy 

Industry Research Providers

  • 55ip, a subsidiary of J.P. Morgan Asset Management - Tax Harvest Indicator 

  • Brightwave - AI Financial Research Assistant 

  • Certified Financial Planner Board of Standards - Actionable Insights Research 

  • Daylight Advisors - Philanthropic Research 

  • Devoe & Company - Heart of the Deal 

  • Diamond Consultants - Advisor Transition Report 

  • Nasdaq Dorsey Wright - Nasdaq Dorsey Wright Podcast 

  • Research Affiliates - Asset Allocation Interactive Tool 

  • The American College of Financial Services - Retirement Income Literacy Study 

  • VettaFI - Expanded Research Offerings 


  • Envestnet - Access to Annuities via the Insurance Exchange

  • iPipeline - Annuity Status Tracker 

  • Jackson - Registered Index-Linked Annuity (RILA) Digital EcosystemProgyny - Women's Health Benefits 

  • Voya Financial - Connected Workplace Experiences 

Marketing/PR Firms


  • Daylight Advisors - Delivering Impact Strategies 

  • Foundation Source - Client Meeting Kit 

  • TIFIN Give - AI-Powered Digital Philanthropy Platform

Retirement Income

  • Osaic - NextPhase 

  • PIMCO - Retirement Income Model Portfolios 

  • TruStage - MyComfortZone 

Retirement Plan Support and Advisor Services

Succession/Ownership Transition Services - Non Custodian Broker Dealer

  • Advisor Legacy - Building Equity for Nextgen Advisors 

  • Bluespring Wealth Partners - Building for the Next Generation 

  • Diamond Consultants - Diamond Podcast Series 

  • The AmeriFlex Group® - Growth Opportunities 


Technology Providers


  • Bank of America Private Bank - Accelerating the Client and Advisor Trust Acceptance Experience 
  • Fiduciary Trust of New England - New Hampshire Trust: Enhancing Accessibility 

  • Hallman & Associates, PC - Deferred Sales Trust 

  • SS&C Advent - Trust Suite 

  • The Private Trust Company, N.A. an affiliate of LPL Financial - Estate Settlement Service 

  • - Ester™